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Clear Channel Outdoor Holdings, Inc. (CCO) Fundamental Analysis & AI Grade 2026

CCO NYSE Services-Advertising CIK: 0001334978
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
90% Confidence
AGREEMENT
D
95% Conf
C
84% Conf

📊 CCO Key Takeaways

Revenue: $373.9M
Net Margin: -13.0%
Free Cash Flow: $-12.8M
Current Ratio: 1.25x
Debt/Equity: N/A
EPS: $-0.10
AI Grade: D with 95% confidence
Clear Channel Outdoor Holdings, Inc. (CCO) receives a C fundamental grade with 90% confidence from our AI analysis based on SEC 10-K filings. With revenue of $373.9M, net profit margin of -13.0%, Clear Channel Outdoor Holdings, Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete CCO stock analysis for 2026.

Is Clear Channel Outdoor Holdings, Inc. (CCO) a Good Investment?

Claude

Clear Channel Outdoor is fundamentally insolvent with negative stockholders' equity of -$3.4B and cannot service its $5.1B debt burden, evidenced by 0.4x interest coverage and negative free cash flow of -$12.8M. While 41% revenue growth appears strong, it masks deteriorating net income (-19.4% YoY) and a company losing cash at scale despite operating profitability, indicating unsustainable capital structure and high bankruptcy risk.

ChatGPT

Clear Channel Outdoor shows strong top-line recovery and a solid operating margin, but that improvement is not translating into durable bottom-line strength or robust cash generation. The balance sheet remains deeply impaired with negative equity, very high liabilities, and sub-1x interest coverage, which makes the recent profitability too fragile to view as high quality.

Clear Channel Outdoor Holdings, Inc. Key Strengths (CCO)

Claude
  • + Strong top-line revenue growth of 41% year-over-year shows market demand
  • + Positive operating income of $39.5M indicates core business generates profit before financing costs
  • + Adequate short-term liquidity with current ratio of 1.25x provides near-term runway
ChatGPT
  • + Revenue growth of 41.0% YoY indicates meaningful business recovery and demand improvement
  • + Operating margin of 19.4% shows the core business can generate solid operating earnings
  • + Liquidity is currently manageable with a 1.28x current ratio and positive free cash flow

CCO Stock Risks: Clear Channel Outdoor Holdings, Inc. Investment Risks

Claude
  • ! Negative stockholders' equity of -$3.4B represents technical insolvency and balance sheet deterioration
  • ! Interest coverage of 0.4x means operating income covers only 40% of interest expenses - unsustainable debt service
  • ! Negative free cash flow of -$12.8M combined with $5.1B long-term debt creates refinancing and solvency risk
  • ! Net income declining -19.4% YoY despite revenue growth signals margin compression and profitability erosion
  • ! Capital structure appears broken with liabilities exceeding assets by $3.4B
ChatGPT
  • ! Negative stockholders equity and $7.22B of liabilities indicate severe balance sheet weakness
  • ! Interest coverage of 0.8x suggests operating earnings are not comfortably covering financing costs
  • ! Net margin of 1.2% and free cash flow margin of 2.0% show weak earnings quality and limited financial flexibility

Key Metrics to Watch

Claude
  • * Interest coverage ratio - must improve above 1.5x to indicate sustainability
  • * Free cash flow - turnaround to positive essential for debt service capability
  • * Stockholders' equity - trajectory toward positive equity critical for solvency
  • * Debt reduction/restructuring progress - $5.1B burden unsustainable at current profitability
ChatGPT
  • * Interest coverage and debt reduction progress
  • * Free cash flow growth relative to revenue growth

Clear Channel Outdoor Holdings, Inc. (CCO) Financial Metrics & Key Ratios

Revenue
$373.9M
Net Income
$-48.6M
EPS (Diluted)
$-0.10
Free Cash Flow
$-12.8M
Total Assets
$3.7B
Cash Position
$182.4M

💡 AI Analyst Insight

Clear Channel Outdoor Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CCO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 10.6%
Net Margin -13.0%
ROE N/A
ROA -1.3%
FCF Margin -3.4%

CCO vs Services Sector: How Clear Channel Outdoor Holdings, Inc. Compares

How Clear Channel Outdoor Holdings, Inc. compares to Services sector averages

Net Margin
CCO -13.0%
vs
Sector Avg 10.0%
CCO Sector
ROE
CCO 0.0%
vs
Sector Avg 16.0%
CCO Sector
Current Ratio
CCO 1.3x
vs
Sector Avg 1.5x
CCO Sector
Debt/Equity
CCO 0.0x
vs
Sector Avg 0.7x
CCO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Clear Channel Outdoor Holdings, Inc. Stock Overvalued? CCO Valuation Analysis 2026

Based on fundamental analysis, Clear Channel Outdoor Holdings, Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
N/A
Sector avg: 16%
Net Profit Margin
-13.0%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Clear Channel Outdoor Holdings, Inc. Balance Sheet: CCO Debt, Cash & Liquidity

Current Ratio
1.25x
Quick Ratio
1.22x
Debt/Equity
N/A
Debt/Assets
192.3%
Interest Coverage
0.40x
Long-term Debt
$5.1B

CCO Revenue & Earnings Growth: 5-Year Financial Trend

CCO 5-year financial data: Year 2021: Revenue $1.9B, Net Income -$363.3M, EPS $-0.88. Year 2022: Revenue $1.7B, Net Income -$582.7M, EPS $-1.25. Year 2023: Revenue $1.4B, Net Income -$433.8M, EPS $-0.93. Year 2024: Revenue $1.0B, Net Income -$96.6M, EPS $-0.20. Year 2025: Revenue $1.1B, Net Income -$310.9M, EPS $-0.65.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Clear Channel Outdoor Holdings, Inc.'s revenue has declined by 41% over the 5-year period, indicating business contraction. The most recent EPS of $-0.65 indicates the company is currently unprofitable.

CCO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-3.4%
Free cash flow / Revenue

CCO Quarterly Earnings & Performance

Quarterly financial performance data for Clear Channel Outdoor Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $208.2M -$48.6M $-0.10
Q3 2025 $213.9M $11.9M $0.02
Q2 2025 $213.2M $9.5M $0.02
Q1 2025 $184.6M $62.5M $0.13
Q3 2024 $348.0M -$32.5M $-0.07
Q2 2024 $356.2M -$37.3M $-0.08
Q1 2024 $284.4M -$34.9M $-0.07
Q3 2023 $323.6M -$39.8M $-0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Clear Channel Outdoor Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$3.2M
Cash generated from operations
Capital Expenditures
$16.0M
Investment in assets
Dividends Paid
$405.0K
Returned to shareholders

CCO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Clear Channel Outdoor Holdings, Inc. (CIK: 0001334978)

📋 Recent SEC Filings

Date Form Document Action
May 18, 2026 8-K ea0291061-8k_clear.htm View →
May 12, 2026 8-K ea0290250-8k_clear.htm View →
May 6, 2026 10-Q cco-20260331.htm View →
May 6, 2026 8-K cco-20260506.htm View →
May 1, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about CCO

What is the AI rating for CCO?

Clear Channel Outdoor Holdings, Inc. (CCO) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 90% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CCO's key strengths?

Claude: Strong top-line revenue growth of 41% year-over-year shows market demand. Positive operating income of $39.5M indicates core business generates profit before financing costs. ChatGPT: Revenue growth of 41.0% YoY indicates meaningful business recovery and demand improvement. Operating margin of 19.4% shows the core business can generate solid operating earnings.

What are the risks of investing in CCO?

Claude: Negative stockholders' equity of -$3.4B represents technical insolvency and balance sheet deterioration. Interest coverage of 0.4x means operating income covers only 40% of interest expenses - unsustainable debt service. ChatGPT: Negative stockholders equity and $7.22B of liabilities indicate severe balance sheet weakness. Interest coverage of 0.8x suggests operating earnings are not comfortably covering financing costs.

What is CCO's revenue and growth?

Clear Channel Outdoor Holdings, Inc. reported revenue of $373.9M.

Does CCO pay dividends?

Clear Channel Outdoor Holdings, Inc. pays dividends, with $0.4M distributed to shareholders in the trailing twelve months.

Where can I find CCO SEC filings?

Official SEC filings for Clear Channel Outdoor Holdings, Inc. (CIK: 0001334978) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CCO's EPS?

Clear Channel Outdoor Holdings, Inc. has a diluted EPS of $-0.10.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is CCO's fundamental grade?

Based on our AI fundamental analysis in June 2026, Clear Channel Outdoor Holdings, Inc. has a C grade with 90% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is CCO stock overvalued or undervalued?

Valuation metrics for CCO: ROE of N/A (sector avg: 16%), net margin of -13.0% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is CCO's AI grade for 2026?

Our dual AI analysis gives Clear Channel Outdoor Holdings, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CCO's free cash flow?

Clear Channel Outdoor Holdings, Inc.'s operating cash flow is $3.2M, with capital expenditures of $16.0M. FCF margin is -3.4%.

How does CCO compare to other Services stocks?

Vs Services sector averages: Net margin -13.0% (avg: 10%), ROE N/A (avg: 16%), current ratio 1.25 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI